Professional Certificate in Legacy Giving Essentials

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The Professional Certificate in Legacy Giving Essentials is a comprehensive course designed to meet the growing industry demand for professionals with specialized knowledge in legacy giving. This certificate course emphasizes the importance of planned charitable giving in supporting non-profit organizations and provides learners with the essential skills required to excel in this field.

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By enrolling in this program, learners will gain a deep understanding of charitable gift planning, donor motivation, and the legal and tax aspects of legacy gifts. The course offers practical tools and techniques for managing planned giving programs, cultivating donor relationships, and stewarding gifts that have a lasting impact. As the non-profit sector continues to evolve, there is an increasing need for professionals who can effectively leverage legacy giving as a means of supporting organizational missions. By completing this certificate course, learners will be well-equipped to advance their careers in this growing field and make a meaningful impact on the organizations and communities they serve.

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โ€ข Introduction to Legacy Giving: Understanding the basics of legacy giving, its importance, and the role of a legacy giving officer. โ€ข Planned Giving Vehicles: Exploring various planned giving options such as bequests, charitable gift annuities, charitable remainder trusts, and retirement plan gifts. โ€ข Identifying Prospects: Learning techniques to identify and qualify potential legacy donors, including donor research and data analysis. โ€ข Cultivating Legacy Donors: Developing strategies to build relationships with legacy prospects, including stewardship, donor recognition, and communication plans. โ€ข Solicitation Techniques: Mastering the art of asking for legacy gifts, including effective communication strategies and donor-centered approaches. โ€ข Gift Acceptance Policies: Understanding best practices for creating and implementing gift acceptance policies, including legal and ethical considerations. โ€ข Donor Stewardship and Recognition: Creating programs to recognize and thank legacy donors, including naming opportunities and donor recognition events. โ€ข Ethics in Legacy Giving: Examining ethical considerations in legacy giving, including donor confidentiality, informed consent, and avoiding conflicts of interest. โ€ข Planned Giving Marketing: Developing marketing strategies to promote legacy giving, including print, digital, and event marketing.

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The Professional Certificate in Legacy Giving Essentials is a valuable credential for those looking to excel in legacy giving roles in the UK. This certificate covers essential concepts and best practices in estate planning, charitable trusts, and major gifts. Here are some roles related to this certificate, along with their respective job market trends, represented in a 3D pie chart: Estate Planning Consultant: With a 35% share in the job market, estate planning consultants play a crucial role in assisting individuals and families in managing their assets and planning for the distribution of their wealth. Legacy Giving Officer: Accounting for 25% of the market share, legacy giving officers are responsible for managing and cultivating relationships with donors, ensuring long-term support for their organizations. Major Gifts Specialist: Major gifts specialists focus on securing large donations for their organizations, representing 20% of the job market in this field. Planned Giving Director: Planned giving directors lead and coordinate legacy giving programs for non-profit organizations, making up 15% of the market. Charitable Trusts Administrator: Lastly, charitable trusts administrators manage the administration of trusts and estates for charitable organizations, holding a 5% share in this professional area. These roles demonstrate the growing demand for skilled professionals in legacy giving and estate planning, offering various opportunities for career advancement.

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PROFESSIONAL CERTIFICATE IN LEGACY GIVING ESSENTIALS
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London School of International Business (LSIB)
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05 May 2025
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